Position in CSR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,572,434
-$57,684 QoQ
Shares Held
45,781
0.0% QoQ
Ownership
0.273%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#42
of 217 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Evercore Wealth Management, LLC holds $2,572,434 across 1 REIT - Residential name. CSR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSR |
Centerspace
This page
|
45,781 | $2,572,434 |
All Filings in CSR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,572,434 | 45,781 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,630,118 | 45,781 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,104,748 | 46,534 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,754,811 | 46,771 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,815,146 | 46,771 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,028,422 | 46,771 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,093,901 | 46,771 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,295,952 | 46,771 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,208,096 | 47,436 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,733,634 | 47,841 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,784,346 | 47,841 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,882,898 | 47,841 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,935,523 | 47,841 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,613,553 | 47,841 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,806,831 | 47,841 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,220,656 | 47,841 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,901,433 | 47,841 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,694,158 | 47,841 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,305,566 | 47,841 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,533,070 | 47,969 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,882,747 | 49,211 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,359,948 | 49,411 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,490,393 | 49,411 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||